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Jeffrey L Mccullough

Koenig Investment Advisory, LLC

Ashland, OR

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Current Employers
Koenig Investment Advisory, Llc

739 N Main Street, Ashland, OR 97520 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-12-07
TX RA APPROVED 2020-11-26
  • OR RA
    APPROVED
    Since 2020-12-07
  • TX RA
    APPROVED
    Since 2020-11-26

Branch Locations

739 N Main Street, Ashland, OR 97520 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Koenig Investment Advisory, Llc Ashland OR 05/2014 Present
Mylaunch, Llc Medford OR 04/2016 06/2020
Condor Wealth Management, Llc Medford OR 11/2020 12/2020
  • 05/2014 → Present
    Koenig Investment Advisory, Llc
    Ashland, OR
  • 04/2016 → 06/2020
    Mylaunch, Llc
    Medford, OR
  • 11/2020 → 12/2020
    Condor Wealth Management, Llc
    Medford, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-02
S63 Uniform Securities Agent State Law Examination 2007-12-17
  • S65 Uniform Investment Adviser Law Examination
    2008-01-02
  • S63 Uniform Securities Agent State Law Examination
    2007-12-17
Designations
Other Names
  • Jeffrey Leverett Mccullough

View on SEC IAPD

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Susan Marie Davis
RICHARD W SCHULTZ
PAUL ALLEN BLOOM
DARIC BRANDON LUCERO
JEFFREY NEIL FEINBERG

Other Offices

CETERA INVESTMENT ADVISERS LLC · ASHLAND, OR
CETERA INVESTMENT ADVISERS LLC · ASHLAND, OR
J.P. MORGAN SECURITIES LLC · ASHLAND, OR
SCHULTZ AND ASSOCIATES INC. · ASHLAND, OR
WELLS FARGO CLEARING SERVICES, LLC · ASHLAND, OR
LPL FINANCIAL LLC · ASHLAND, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ashland, OR
EP WEALTH ADVISORS · Ashland, OR

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